HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Mortgage Practice Management

OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners

Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications

Smarter Communications

INSIGHTS:

The one-day investment that can help you make better tech decisions

With less than a week to go until our Empowering Advice Through Technology (#EATT) conference, we wanted to remind everyone that there is still time to acquire your tickets. During the day, you’ll see leading edge, and in some cases brand new, technology propositions...

Exploring the FCA Consumer Duty Paper & EATT Discount Code

AdviserSoftware.com Earlier this week we provided further information about our upcoming AdviceTech Forum taking place on Tuesday 24th May. During the session we will be examining the implications of the new FCA Consumer Duty Paper and how it will affect customer...

This week’s highlights from AdviserSoftware.com and our other sites

This week, while Ian is in Florida for the LIMRA Life Insurance Conference, I will be summarising the week that has passed on AdviserSoftware.com and our other sites. We began this week by offering our adviser community a 45% discount on tickets to our upcoming...

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA

FINOVA Website www.finova.tech Phone 01275 400 660 Email info@finova.tech HIGH-LEVEL FUNCTIONALITY Fact Finding Own Functionality Document Storage Own Functionality Campaign Management Own Functionality Lead creation and management Own Functionality Advice Workflows...

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA LITE

FINOVA LITE Website www.finova.tech Phone 01275 400 660 Email info@finova.tech HIGH-LEVEL FUNCTIONALITY Fact Finding No Functionality Document Storage Own Functionality Campaign Management No Functionality Lead creation and management No Functionality Advice Workflows...

CLIENT PORTALS SUPPLIER/SOFTWARE: Benchmark Capital – Wealth Platform

BENCHMARK CAPITAL - WEALTH PLATFORM Website www.benchmarkcapital.co.uk Phone 01403 334411 Email N/A HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details Own Functionality View products and investments Own...

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CREATIVE TECHNOLOGIES – ENABLE

BENCHMARK CAPITAL - ENABLE Website www.benchmarkcapital.co.uk Phone 01403 334411 Email N/A HIGH-LEVEL FUNCTIONALITY Fact Finding Own Functionality Document Storage Own Functionality Product data Own Functionality Service Standard creation Own Functionality Valuations...

Get the biggest discount on the must-see event that can transform your advice business

Your business is your most important client and there have never been more opportunities to grow it, improving your profitability and customer service. Our one-of-a-kind event Empowering Advice Through Technology (EATT) on 26th May will help you with everything you...

Rate Your Financial Planning Tool

WHAT DO YOU THINK ABOUT YOUR FINANCIAL PLANNING TOOL AND COULD IT BE IMPROVED?The technology available to advice firms is constantly evolving with the variety of offerings increasing year after year. Each day we work with software providers who want to build solutions...

Assessing suitability and automating investment advice

This week, while Ian is on vacation, it's my time to provide our AdviserSoftware.com weekly wrap-up. We started the week by highlighting the latest innovations from Oxford Risk, including their new Responsible Investing assessment.  On our Advice Tech Hub, we provide...